CBIZ Investment Advisory Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.95M | Sell |
174,541
-16,775
| -9% | -$956K | 0.44% | 13 |
|
|
2025
Q1 | $9.72M | Buy |
191,316
+2,818
| +1% | +$143K | 0.48% | 13 |
|
|
2024
Q4 | $9.01M | Buy |
188,498
+6,870
| +4% | +$329K | 0.45% | 14 |
|
|
2024
Q3 | $9.59M | Buy |
+181,628
| New | +$9.59M | 0.5% | 15 |
|
|
2021
Q4 | – | Hold |
0
| – | -$282K | – | 89 |
|
|
2021
Q3 | – | Hold |
0
| – | -$102K | – | 36 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 52 |
|
|
2021
Q1 | – | Hold |
0
| – | -$94K | – | 116 |
|
|
2020
Q4 | – | Hold |
0
| – | -$81K | – | 45 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 50 |
|